HI
PIM

Harbour Investments’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Harbour Investments’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-339
Closed -$1.11K – 4858
2026
Q1 		$1.11K Hold
339
– – ﹤0.01% 4076
2025
Q4 		$1.13K Hold
339
– – ﹤0.01% 3430
2025
Q3 		$1.17K Hold
339
– – ﹤0.01% 3390
2025
Q2 		$1.14K Hold
339
– – ﹤0.01% 3258
2025
Q1 		$1.13K Hold
339
– – ﹤0.01% 3216
2024
Q4 		$1.1K Buy
+339
New +$1.12K ﹤0.01% 3148

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Harbour Investments's PIM Position: Q2 2026 in Review

Harbour Investments sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 339 shares — an estimated $1.11K sold.

Harbour Investments first reported a position in PIM in Q4 2024 and held it in 6 quarters. The position peaked at $1.17K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Harbour Investments reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Harbour Investments sold 339 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $1.11K.
  • Harbour Investments first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and held it in 6 quarters.
  • Harbour Investments's Franklin Master Intermediate Income Trust position peaked at $1.17K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.